Filed November 17, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $4,358 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,445 | $74,706+10.4% | $75,696+8.9% | $79,386+3.9% |
| Participation rate | 76.0% | 75.3%+0.7pp | 74.8%+1.2pp | 70.7%+5.3pp |
| Annual return | 10.86% | 18.52%-7.7pp | 104.53%-93.7pp | 116.85%-106.0pp |
| Employer contribution / active EE | $2,195 | $2,590-15.2% | $2,743-20.0% | $2,427-9.6% |
| Participant deferral / active EE | $4,206 | $3,533+19.0% | $3,821+10.1% | $4,046+4.0% |
| Admin fee / account holder | $2 | $374-99.5% | $3,619-99.9% | $626-99.7% |